Filed February 11, 2021
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,630 | $48,078+153.0% | $78,676+54.6% | $62,881+93.4% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 6.02% | 31.36%-25.3pp | 62.19%-56.2pp | 20.14%-14.1pp |
| Employer contribution / active EE | $18,215 | $2,015+804.2% | $2,850+539.1% | $2,281+698.6% |
| Participant deferral / active EE | $0 | $2,587-100.0% | $3,517-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,683 | $3,206-47.5% | $4,510-62.7% | $4,296-60.8% |